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![🚨Former BlackRock fund manager Ed Dowd says "China is hoarding copper," which "indicates [it] might be getting ready for war" Dowd paints a GRIM picture of China, noting that its real estate market is "a disaster" and that it's "in a deflationary death spiral because of [its] demographics" "just because they're hoarding doesn't mean the war is imminent. It just means that they're... getting ready for something" "[But] as their economy continues to crumble, they're having the problem of consumers that are doing well... not spending—their saving and hoarding" "[and] there's going to be a lot of unemployed Chinese as we roll forward" This clip of Dowd (Edward Dowd) is taken from an interview with CapitalCosm (CapitalCosm) posted to YouTube on July 14, 2026. ----------------Partial transcription of clip-------------- "We think China is hoarding copper. China is taking— they're buying real assets. They keep printing money to the tune of 10% a year, and they're converting a lot of their trade surpluses into real assets. So they're hoarding. "Look, if you're going to hoard copper, that indicates you might be getting ready for war as well. So there seems to be a hoarding issue going on there. It's not an indication that things are really well in the economy. They continue to just buy and stockpile. "You know, look, just because they're hoarding doesn't mean the war is imminent. It just means that they're just— they're getting ready for something, and they're buying real assets. "One of the biggest problems we have with China is they're 47% of the global money supply. People don't know that... But they have very low velocity of money. That's why— and they're in a deflationary death spiral because of their demographics. So what they're doing with their money, in aggregate, is buying real assets. "And... I think our velocity of money is 1.5. China's I think is point .4 or .6. Much lower than ours. That's why, that's why you're not seeing any inflation in China. In fact, it's the opposite. The savings rate in China is exploding. There's no safety net there. "And as their economy continues to crumble, they're having, they're having the problem of the consumers that are doing well are not spending, their saving and hoarding. "[And the real estate market is] a disaster. But what held them up, the disaster started in 2021, but they had a bunch of long-lived projects that— so construction had only rolled 20%, whereas land, new permitting was down 70, 80%. So that's now starting to roll. "We saw construction year over year go negative in Q1 of this year. So those projects are now rolling off, and all they care about is employment, so there's going to be a lot of unemployed Chinese as we roll forward."](https://image.24vids.com/tw-2077275606170128701/amplify_video_thumb/2077272574808182784/img/wkwyBoOT6pDkuyRw.jpg)
![Sunny Hostin boasts about the "economic damage and economic harm" Hakeem Jeffries wants to do to the south with his plan to have black students boycott their university athletic scholarships. Alyssa Farah Griffin calls it "a very good idea" because "the economy would crumble": HOSTIN: Well, I agree with you on that I think there has to be strategy. I mean, you know, athletes have been involved in protests and politics for a long time. GOLDBERG: Yeah. HOSTIN: Remember the Olympics and you had [raises fist in the air] John Carlos and you had Muhammad Ali but these were athletes that were established already. These college athletes stand to get a free education, they stand to make money because of the NIL now, so I think it is asking a lot. But, I think it's economic damage and economic harm has longtime been a very effective tool in the civil rights movement. BEHAR: Resistance has a price. Let me give you some history. GOLDBERG: Yes, do. BEHAR: Well, like teenagers, they're teenagers and they're going to have to give up a lot. The Vietnam War was basically halted by teenager HOSTIN: Correct. BEHAR: Because it was 17 and 18-year-old kids who were going to go and fight this crazy war that they were doing. So, I'm not saying it's a great idea or it's not a great idea, I'm just pointing out it is young people who change the world. HOSTIN: If there's structure though don't you think this could possibly work? Because we're talking about just the state schools, Whoopi, we’re not talking about the SEC. The conference. FARAH GRIFFIN: Oh, that’s an important distinction. GOLDBERG: That's important to know. HOSTIN: So, we're talking about 13 schools. These kids are the top of the top and so they're going to have a lot of other choices. And I would suggest that if you think about Ole Miss, there was -- I think a running back, his name is, yeah, it was a running back. His name was Kylen Hill. He played at Ole Miss. You know, Ole Miss brings in a lot of money. He vowed not to play unless the state changed the confederate flag. The Confederate flag came down months later. Because college sports brings in so much money. FARAH GRIFFIN: In theory, I think it's a very good idea! Let’s talk macro! If all black Americans boycotted any industry, it would -- the economy would crumble. Arts, music, doctors, everything. Of course, that is a powerful way to protest but it's putting, in my mind, too much onus on the young people who did not create the problem that we’re in.](https://image.24vids.com/tw-2057149850186133740/amplify_video_thumb/2057149786407464960/img/bz2vcPTZySa67zGE.jpg)
![If you want to understand Asian geopolitics today, this is an absolute must-watch. This is George Yeo, who was a Singaporean cabinet minister during 21 years, including Minister for Foreign Affairs during 7 years. In my humble opinion, very few people out there have such a subtle understanding of geopolitics in Asia as he does. Here's a quick summary of what he says: The US has little knowledge of China He says that "the US political system is decentralized and because of the need to win votes, it goes through emotional phases and is entering such a phase now where China is demonized out of mass emotion. There's some manipulation behind the scenes, but it's not based on knowledge." To him, the US "don't understand the nature of China", the fact that China "is constantly building walls around itself because it is happy in its own homogeneity". He says it is wrong for the US to believe that "China wants to displace them as the top dog in the world" and "trying to contain China, even pull it down" as a result. Not only is this a wrong understanding of China's objectives but the US "may exhaust itself in the process and I don't think it will succeed". He says that with its tariffs and sanctions the US risks making the same mistake as China's Qing dynasty and "become very weak". He believes the primacy of the US dollar will break, and that US actions are "bringing forward that day" He says that "the key event will be when the primacy of the US dollar breaks. We all know it's going to break sometime or other because it's abnormal. If it is 30 years from now, well, let's drink and be merry. But if it's five years, well, we've got to calculate, right? Do we know when the cookie will crumble? We don't know. But the way the US is moving is bringing forward that day." It's "bringing forward that day" because "they try to control countries by sanctions" and as a result more and more countries put counter-measures in place, putting themselves out of the grasp of the US. China is not in trouble and "overcapacity" is "information warfare" He says "there's information warfare against China" and that he "doesn't think" China is in trouble. "Look at the factories, look at the EVs, look at how terrified the Europeans are, accusing China of having overcapacity. I mean, how can you blame China for overcapacity when you have, when you're taking liberties with yourself, having long summers and working short hours and you say no, no, no, no, no, you are working too hard! There are consequences. If families take liberties with their children, with themselves, there's consequences." He believes that Asian societies' "wholesomeness" is an advantage versus the West "Look at Asia, look at China, look at Southeast Asia, look at India. There are people who are hardworking, who are obsessed over their children, who want to have of them a higher education, in order that the kids will have a better education, better health, a better life. [...] They'll do well and we're lucky to be in the part of the world where strange values have not taken over societies. [...] Why is America such a big market for drugs today? And I was watching the Eurovision contest... [...] Parts of it, almost satanic. But it's now part of the fashion in most of Europe. What is happening? PM Lee talked about how we should keep all these woke things away from us as much as possible. I fully agree with him. Keep our societies wholesome. Keep our families intact. I mean, AI is very important, but AI cannot answer moral questions for us. In the end, it is every individual, every child who must make the choice. Be immersed in technology. Make use of it. But have our own sense of what it means to be a human being. So if we use that as a template to judge human society, I say we are very lucky to be in a part of the world where society is by and large wholesome and will do well." It's critical for ASEAN to stick together and not be balkanized, which is what the US is trying to do with the Philippines "If we [ASEAN] don't stick together, we'll be balkanized and instead of becoming neighbours, become clients of big powers. Instead of using them, they make use of us. There's always a threat. Look at the Philippines now. The Philippines have legitimate disputes with China. Both sides have their cases. The Americans see an opportunity there. And jump in, and bring in the Japanese. And now Philippine politics is caught up in this [...] [China and the Philippines] had an agreement, a gentleman's agreement with Duterte, which Marcos has repudiated. So OK, so they must find a new way to equilibrium. And make use of the Americans and not be made use of by the Americans. But it's very difficult when you try to make use of a big power, you end up being made use of by them." Most countries in ASEAN do not want China to be an enemy For instance he says "Vietnam has made a very important decision to go with China": "it was not well reported, but Vietnam has agreed that Hanoi will be linked to Kunming and Nanning by high-speed rail. This is big because each connection is tens of billions of dollars. And will change the topological configuration of logistics and supply chain and human movement for decades to come." Same with Indonesia, noting that "Prabowo's first visit [was] to China" and that when he met Xi Jinping "it was Xiao Di talking to Da Ge. A little brother talking to big brother. But when we went to Japan, then it's brother talking to brother." He adds: "Look at the other countries, Laos, Cambodia, Thailand, Malaysia, Brunei. No one wants China to be an enemy. And the Americans don't understand this, yet. That because China is getting bigger and bigger for us, all of us want the Americans to be in the room. But if the Americans say no, you have to choose between China and us, then they say no, we can't. How can we choose? I mean, China is where our bread is buttered, you know."](https://image.24vids.com/tw-1795332397304807646/amplify_video_thumb/1795297208633556993/img/XccnrLiJjJNMcD7S.jpg)
